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Toni Homann & Steve Becker: Joint fieldwork brings expertise and tax advantages to clients
Ryan Eckhardt & Anthony Spangler: Charitable planning as a portfolio rebalancing tool
Bridgit Holly & Brook Williams: Teaming up for the White Dinosaur Trust
Jimmy Moore: Endowment funds: Giving for the future
Nancy Hansen: How to pivot charitable conversations
Katie Garber: Six ways to introduce clients to charitable planning
Kathleen North: Gift annuity is a "delightful surprise" of generosity